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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,763 | $196,972-46.3% | $182,262-42.0% | $198,609-46.7% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 17.25% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,677 | $5,364-31.5% | $5,046-27.1% | $5,055-27.3% |
| Participant deferral / active EE | $9,895 | $8,643+14.5% | $8,276+19.6% | $6,977+41.8% |
| Admin fee / account holder | $1,144 | $18,429-93.8% | $16,712-93.2% | $19,030-94.0% |